Litman Gregory Wealth Management LLC Schwab Fundamental U S Broad M Transaction History

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 24,102 shares of FNDB stock, worth $582,063. This represents 0.05% of its overall portfolio holdings.

Number of Shares
24,102
Previous 7,512 220.85%
Holding current value
$582,063
Previous $528,000 6.06%
% of portfolio
0.05%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$23.07 - $70.32 $382,731 - $1.17 Million
16,590 Added 220.85%
24,102 $560,000
Q3 2024

Oct 22, 2024
BUY
$64.17 - $70.37 $4,235 - $4,644
66 Added 0.89%
7,512 $528,000
Q2 2024

Jul 30, 2024
BUY
$62.66 - $66.26 $76,445 - $80,837
1,220 Added 19.6%
7,446 $488,000
Q1 2024

May 03, 2024
BUY
$59.85 - $66.26 $1,556 - $1,722
26 Added 0.42%
6,226 $412,000
Q4 2023

Jan 31, 2024
SELL
$52.56 - $61.29 $56,239 - $65,580
-1,070 Reduced 14.72%
6,200 $378,000
Q2 2023

Aug 09, 2023
BUY
$52.94 - $56.74 $384,873 - $412,499
7,270 New
7,270 $412,000

Others Institutions Holding FNDB

# of Institutions
144
Shares Held
6.51M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S BROAD M

FNDB Quotes by TradingView
  • Ticker FNDB
  • Sector ETFs
  • Industry ETFs
More about FNDB
Track This Portfolio

Track Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email